Investing in India's growth through small & mid-cap companies using the Scuttlebutt and Sarthi Model
Sarthi Emerging Growth Compounders Model is a portfolio of fundamentally strong, high-growth small and mid-cap companies — quality businesses with strong return ratios, healthy cash flows and improving momentum, built for long-term wealth creation in India's growth story.
Every holding must clear SARTHI, our six-filter screen:
S — Small in Size: quality smallcap and emerging companies with room for market-share gains and re-rating.
A — Accelerated Growth: consistent double-digit revenue and earnings growth — genuine high-growth compounders.
R — Robust Capital Allocation: efficient capital deployment across capex, R&D and growth while protecting ROE/ROCE.
T — Tailwinds in the Industry: structural, multi-year demand cycles — healthcare and specialty manufacturing (China+1), domestic capex revival, and consumption-led growth.
H — Honest Management: transparency, integrity, governance and long-term orientation, reflected in prudent disclosures.
I — Improving Technicals: entries timed with breakouts, volume confirmation and positive momentum.
